Multi-Family Office Services

Kuhn & Company Investment Counsel provides multi-family office services that are integrated, highly customized services to a limited number of clients. Participating families have access to a wide array of services. 

These services may include:

  • Preparation of consolidated personal financial reports relating to both liquid and non-liquid assets.
  • Creating a customized investment strategy and management.
  • Tax and estate planning
  • Philanthropic advisory
  • Cybersecurity and privacy risk
  • Family education — strategizing and planning across multiple generations for continued prosperity.
  • Facilitating lifestyle needs
  • Private investment due diligence

Set your family up for the long run with Kuhn & Company Investment Counsel.


Primary Contact

Kevin Kuhn

CPA, Partner